Team Lead - Bookkeeping/Finance - Consulting Firm

Key responsibilities

- Assist Bookkeepers in resolving client inquiries and escalating technical issues to the appropriate teams.

- Assist the team in preparing financial reports, P&L Statements and GL Ledgers

- Provide coaching and feedback to team members to foster professional growth and improve performance.

- Ensure that the team adheres to all service level agreements (SLAs) and client expectations.

- Oversee the daily management of client-facing bookkeeping inquiries, ensuring that all tickets are cleared (Inbox Zero) by the end of each day.

- Identify and flag recurring client pain points or systemic issues to the Team Manager for further investigation and resolution.

- Track and report on team performance, including SLA adherence, client satisfaction scores, and daily ticket volume.

- Act as an escalation point for any sensitive or difficult client interactions that require additional attention.

Skills and qualifications

- Experience in managing or leading a bookkeeping team, preferably in preparing financial statements for businesses of all sizes.

- 5+ years working as a bookkeeper.

- 3+ years working as a team-lead or manager.

- Ability to manage multiple tasks and priorities efficiently, ensuring that client inquiries are responded to within SLAs.

- Proficiency with ticketing systems such as HubSpot.

- Strong reporting skills, including experience with tracking team performance and client metrics.

- Ability to work in a U.S. timezone overlap (at least 4-6 hours/day).

- Ability to manage difficult client interactions with professionalism and empathy.

- Strong written and verbal communication skills, with the ability to communicate complex information clearly and empathetically.

Bonus qualifications

- Advanced CRM/Helpdesk Tools Knowledge: Expertise in HubSpot or other ticketing systems for case management and reporting.

- Process Improvement: Familiarity with continuous improvement methodologies.

- Experience with Client Retention Strategies: Proven track record of improving client satisfaction and reducing churn within a service environment.

Why join us

- Opportunity to work with a dynamic and innovative company at the forefront of the industry.

- Collaborative and supportive team environment with opportunities for growth and development.

- Competitive compensation package with insane opportunity for growth.